# Benjamin Dolan

> Benjamin Dolan is a fee-only financial advisor at Dolan Capital Advisors in Charlotte, North Carolina, who holds the CFP credential. Benjamin focuses on physicians & residents, retirement planning and estate & legacy planning. Dolan Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/benjamin-dolan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dolan Capital Advisors
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $179.1M across 354 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Retirement planning, Estate & legacy planning
- **Works with:** Physicians, Ultra high net worth, Pre-retirees
- **CRD:** 6353307 (https://adviserinfo.sec.gov/individual/summary/6353307)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.dolanca.com

## Frequently asked questions

### Is Benjamin Dolan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Dolan Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Benjamin charge for financial advice?

Benjamin's firm, Dolan Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Benjamin Dolan based?

Benjamin Dolan is based in Charlotte, North Carolina.

### What does Benjamin specialize in?

Benjamin's specialties include physicians & residents, retirement planning and estate & legacy planning. Benjamin works with physicians, ultra high net worth and pre-retirees.

### What credentials does Benjamin Dolan hold?

Benjamin Dolan holds the CFP credential.

### Is Benjamin Dolan registered with the SEC?

Yes. Benjamin Dolan is registered as an investment adviser representative in NC (CRD 6353307), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dolan Capital Advisors manage?

Dolan Capital Advisors reports $179.1M across 354 accounts in assets under management.

### How do I contact Benjamin Dolan?

Through Benjamin's website, www.dolanca.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6353307): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.dolanca.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.